Investment Banking Analyst - Tech & Services

About the Role

At Baird, our Investment Bankers are dedicated to excellence and quality, fostering a team-oriented environment that leads to outstanding results and employee fulfillment. We are seeking an Investment Banking Analyst in the Tech & Services sector to support growth.

This role requires a motivated individual with sell-side experience. Our Global Investment Banking division provides M&A, debt advisory, and financing services to middle-market companies. As a Baird Investment Banker, you will work on high-profile transactions, gain insights across various sectors, and contribute to our clients’ long-term success.

The Impact You’ll Make

• Demonstrate strong commercial judgment and market awareness, with a deep understanding of the investment banking landscape, key industry trends, and client priorities.
• Analyze complex financial statements and business performance metrics to identify opportunities, risks, and key value drivers.
• Handle, review, and synthesize large volumes of data; identify and clearly articulate patterns, trends, inconsistencies, and opportunities that inform the team’s analysis and recommendations.
• Build and maintain sophisticated financial models, including valuation, merger consequences, LBO, and operating models to support strategic advice and transaction execution.
• Review business models and key performance metrics to help build a compelling investment case and equity story, and prepare clear, concise, and compelling written materials, including client communications and transaction documentation.
• Support the execution of live transactions across M&A, capital raising, and strategic advisory engagements while working directly with senior bankers, C-suite and management teams, and third-party advisers.
• Develop high-quality client presentations and marketing materials that communicate complex financial and strategic concepts with clarity and impact.
• Maintain a strong understanding of global capital markets, equity performance, and broader economic trends to inform client discussions and transaction strategy.
• Work on cross-border and multi-market transactions, drawing on Baird’s international platform and global reach.
• Conduct in-depth company, industry, and market research using leading investment banking databases and proprietary resources to generate insights and support client recommendations.

What You’ll Bring to Baird

• A bachelor’s degree (or equivalent), ideally in a numerate, business, or related discipline.
• 1–2 years of experience in Investment Banking (sell-side M&A, corporate finance, or transaction services).
• A genuine interest in, and working knowledge of, the Technology & Services sector; prior sector-coverage experience is a plus.
• A strong academic record and interest in finance and capital markets.
• A solid work ethic, teamwork skills, and self-direction.
• Excellent quantitative, writing, and verbal communication.
• Strong data-analysis skills, with the ability to handle, review, and synthesize large volumes of information to identify patterns, trends, and outliers.
• Strong organizational skills, exceptional attention to detail, and the ability to manage multiple priorities.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with financial databases (e.g., Capital IQ, PitchBook, Mergermarket) is an advantage.
• Fluency in English; additional European languages an advantage.
• A genuine drive to win and a strong commitment to internal and external client service.
• The ability to adapt quickly to new tasks and thrive under changing priorities.